TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.17M
3
+$686K
4
PAYC icon
Paycom
PAYC
+$618K
5
BX icon
Blackstone
BX
+$600K

Top Sells

1
+$3.16M
2
+$1.1M
3
+$1.07M
4
DGX icon
Quest Diagnostics
DGX
+$417K
5
MTH icon
Meritage Homes
MTH
+$367K

Sector Composition

1 Technology 14.51%
2 Healthcare 10.51%
3 Financials 6.04%
4 Consumer Discretionary 5.8%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$2K ﹤0.01%
+49
927
$2K ﹤0.01%
+40
928
$2K ﹤0.01%
+96
929
$2K ﹤0.01%
+25
930
$2K ﹤0.01%
+150
931
$2K ﹤0.01%
+100
932
$2K ﹤0.01%
+13
933
$2K ﹤0.01%
+5
934
$2K ﹤0.01%
+70
935
$2K ﹤0.01%
+27
936
$2K ﹤0.01%
+25
937
$2K ﹤0.01%
+720
938
– –
0
939
$2K ﹤0.01%
+10
940
$2K ﹤0.01%
+25
941
$2K ﹤0.01%
+200
942
$2K ﹤0.01%
+145
943
$2K ﹤0.01%
+37
944
$2K ﹤0.01%
+36
945
$1K ﹤0.01%
+25
946
$1K ﹤0.01%
+40
947
$1K ﹤0.01%
+15
948
$1K ﹤0.01%
+70
949
$1K ﹤0.01%
+14
950
$1K ﹤0.01%
+249
36 37
38
39 40